Fidelity Investments
ETW

Fidelity Investments’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Fidelity Investments’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$8 – 5410
2024
Q4 		$8 Buy
+1
New +$9 ﹤0.01% 5457
2024
Q2 		– Sell
-1
Closed -$8 – 5449
2024
Q1 		$8 Sell
1
-1
-50% -$8 ﹤0.01% 5282
2023
Q4 		$16 Buy
2
+1
+100% +$8 ﹤0.01% 5250
2023
Q3 		$8 Sell
1
-1
-50% -$8 ﹤0.01% 5195
2023
Q2 		$16 Buy
2
+1
+100% +$8 ﹤0.01% 5215
2023
Q1 		$8 Hold
1
– – ﹤0.01% 5196
2022
Q4 		$8 Sell
1
-1
-50% -$8 ﹤0.01% 5262
2022
Q3 		$0 Buy
2
+1
+100% +$9 ﹤0.01% 5003
2022
Q2 		$0 Hold
1
– – ﹤0.01% 5062
2022
Q1 		$0 Buy
+1
New +$10 ﹤0.01% 5107
2021
Q4 		– Sell
-1
Closed – – 4509
2021
Q3 		$0 Buy
+1
New +$11 ﹤0.01% 4532
2021
Q2 		– Sell
-2
Closed – – 4417
2021
Q1 		$0 Buy
2
+1
+100% +$10 ﹤0.01% 4123
2020
Q4 		$0 Buy
+1
New +$9 ﹤0.01% 3953
2020
Q2 		– Sell
-1
Closed – – 3731
2020
Q1 		$0 Buy
+1
New +$9 ﹤0.01% 3779
2019
Q3 		– Sell
-1
Closed – – 3886
2019
Q2 		$0 Hold
1
– – ﹤0.01% 3847
2019
Q1 		$0 Hold
1
– – ﹤0.01% 3752
2018
Q4 		$0 Hold
1
– – ﹤0.01% 3661
2018
Q3 		$0 Buy
+1
New +$12 ﹤0.01% 3582

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fidelity Investments's ETW Position: Q1 2025 in Review

Fidelity Investments sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2025, closing a stake of 1 share — an estimated $8 sold.

Fidelity Investments first reported a position in ETW in Q3 2018 and held it in 18 quarters. The position peaked at $16 in Q4 2023. 165 funds tracked by Wall St. Rank hold ETW as of Q1 2025.

  • Fidelity Investments reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share in Q1 2025, an estimated $8.
  • Fidelity Investments first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2018 and held it in 18 quarters.
  • Fidelity Investments's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $16 in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.